FPA Queens Road Small Cap Value Inv (QRSVX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 0.97: the stock has moved about 3% less than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 17, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerFPA Queens Road Small Cap Value Inv (QRSVX) trades at $51.05. FPA Queens Road Small Cap Value Inv (QRSVX) is a financial services company focused on asset management. Sector: Financials.
Price as of · Last analyzed: Mar 17, 2026Analyst Coverage for QRSVX: QRSVX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
FPA Queens Road Small Cap Value Inv (QRSVX) Financial Services Profile
FPA Queens Road Small Cap Value Inv (QRSVX) is an asset management fund specializing in small-cap U.S. equities. With a focus on value investing, the fund seeks long-term capital appreciation by allocating at least 80% of its assets to small capitalization companies, offering investors exposure to this segment of the market.
What Is the Investment Thesis for QRSVX?
QRSVX presents an investment opportunity for those seeking exposure to U.S. small-cap equities through a value-oriented approach. With a beta of 0.97, the fund demonstrates a market correlation. The fund's strategy of investing at least 80% of its assets in small-cap companies allows it to capitalize on potential inefficiencies in this market segment. Key to the fund's success is its rigorous fundamental analysis and focus on undervalued companies. A potential catalyst is the increasing investor interest in small-cap value stocks as part of a broader economic recovery. However, the fund's performance is subject to the inherent volatility of the small-cap market and the risk of underperformance relative to its benchmark.
Based on FMP financials and quantitative analysis
QRSVX Key Highlights
Market capitalization of $1.13 billion indicates the fund's size and influence within the small-cap value investment space.
- Beta of 0.97 suggests a market correlation.
- The fund invests at least 80% of its assets in equity securities of small capitalization companies.
- QRSVX focuses on identifying undervalued companies with strong financials and sustainable competitive advantages.
- The fund's investment strategy involves rigorous fundamental analysis to construct a diversified portfolio.
Who Are QRSVX's Competitors?
QRSVX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| BSMAX iShares Russell Small/Mid-Cap Idx Inv A | $21.16 | 0.00% | $1.34B | — |
| FLMFX Meeder Muirfield Retail | $11.30 | +0.80% | $1.31B | — |
| GTSCX Glenmede Small Cap Equity Portfolio | $36.47 | +0.75% | $967M | — |
| ICSCX William Blair Small Cap Value Fund Class I | $34.63 | -0.12% | $985M | — |
| MDRFX BlackRock Mid-Cap Value Fund Investor A Shares | $23.12 | +0.43% | $1.07B | — |
| BLK BlackRock, Inc. | $1066.45 | +0.64% | $165B | 51 5-pillar |
| BX Blackstone Inc. | $112.52 | +0.69% | $136B | 68 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | 0.00% | $74.8B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are QRSVX's Key Strengths?
Experienced investment team
- Value-oriented investment approach
- Focus on small-cap U.S. equities
- Rigorous fundamental analysis
What Are QRSVX's Weaknesses?
Dependence on the performance of small-cap stocks
- Potential for underperformance relative to benchmark
- Limited diversification compared to broader market funds
- Vulnerability to market volatility
What Are the Key Risks for QRSVX?
Economic downturns negatively impacting the performance of small-cap companies.
- Rising interest rates leading to lower valuations for equity securities.
- Increased competition from other asset management firms.
- Market volatility affecting the fund's returns.
What Are QRSVX's Competitive Advantages?
- Experienced investment team with a proven track record of value investing.
- Rigorous fundamental analysis process to identify undervalued companies.
- Established presence in the small-cap value investment space.
What Does QRSVX Do?
FPA Queens Road Small Cap Value Inv (QRSVX) is a fund dedicated to investing in the equity securities of small capitalization companies within the United States. The fund's primary objective is to achieve long-term capital appreciation through a value-oriented investment approach. Founded with the principle of identifying and investing in undervalued companies, QRSVX has evolved to become a notable player in the small-cap value investment space. The fund invests at least 80% of its assets in equity securities, including common stocks, preferred stocks, and convertible securities, of companies with small market capitalizations. This focus allows QRSVX to target companies that may be overlooked by larger institutional investors, potentially leading to higher returns. The fund's investment strategy involves rigorous fundamental analysis to identify companies with strong financials, sustainable competitive advantages, and attractive valuations. QRSVX aims to construct a diversified portfolio of small-cap stocks that offer the best risk-adjusted returns. The fund is managed by a team of experienced investment professionals who have a deep understanding of the small-cap market and a proven track record of value investing. QRSVX distributes its services across the United States, catering to a diverse range of investors seeking exposure to the small-cap value segment.
What Products and Services Does QRSVX Offer?
- Invests primarily in equity securities of small capitalization U.S. companies.
- Focuses on common stocks, preferred stocks, and convertible securities.
- Allocates at least 80% of its assets to small-cap companies.
- Seeks long-term capital appreciation through value investing.
- Conducts rigorous fundamental analysis to identify undervalued companies.
- Constructs a diversified portfolio of small-cap stocks.
How Does QRSVX Make Money?
- Generates revenue through management fees based on assets under management (AUM).
- Employs a team of investment professionals to manage the fund's portfolio.
- Utilizes a value-oriented investment approach to identify undervalued companies.
What Industry Does QRSVX Operate In?
QRSVX operates within the asset management industry, specifically focusing on small-cap value investing. The asset management industry is characterized by intense competition, with firms vying for investor capital based on performance, fees, and investment strategies. The small-cap segment of the market offers opportunities for value investors to identify undervalued companies with growth potential. However, this segment is also subject to higher volatility and liquidity risks compared to large-cap stocks. QRSVX's focus on value investing positions it to capitalize on market inefficiencies and generate long-term returns for its investors.
Who Are QRSVX's Key Customers?
- Individual investors seeking exposure to small-cap U.S. equities.
- Institutional investors looking for value-oriented investment strategies.
- Financial advisors seeking to diversify client portfolios.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 42 snapshots
| 2026-08-23 | 47 |
| 2026-08-31 | 47 |
| 2026-09-08 | 47 |
| 2026-09-16 | 47 |
| 2026-09-24 | 47 |
| 2026-10-04 | 47 |
| 2026-10-05 | 47 |
What changed?
The score has stayed at 47.
Over the same 30 days the stock moved -3.0%.
QRSVX Financials
Bull Case vs Bear Case
Bull Case
- Experienced investment team
- Value-oriented investment approach
- Focus on small-cap U.S. equities
- Rigorous fundamental analysis
Bear Case
- Dependence on the performance of small-cap stocks
- Potential for underperformance relative to benchmark
- Limited diversification compared to broader market funds
- Vulnerability to market volatility
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
QRSVX Latest News
No recent news available for QRSVX.
QRSVX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for QRSVX.
Price Targets
Wall Street price target analysis for QRSVX.
QRSVX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for QRSVX; grades run from A+ (80-100) to F (below 30).
Common Questions About QRSVX (Financials)
How does FPA Queens Road Small Cap Value Inv make money in financial services?
FPA Queens Road Small Cap Value Inv generates revenue primarily through management fees, which are calculated as a percentage of the fund's assets under management (AUM). These fees compensate the fund's investment team for their expertise in selecting and managing the portfolio of small-cap stocks.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- Information is based on available data and may be subject to change.